Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$303,580
+$12,714 QoQ
Shares Held
2,219
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,375
of 1,972 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PLIMOTH TRUST CO LLC holds $15,048,130 across 11 Utilities - Regulated Electric names. AEP ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
50,922 | $4,469,423 | |
| 2 | DUK |
Duke Energy CORP
|
34,152 | $4,322,959 | |
| 3 | ED |
Consolidated Edison Inc
|
11,824 | $1,308,088 | |
| 4 | ETR |
Entergy Corp /De/
|
10,430 | $1,197,989 | |
| 5 | SO |
Southern Co
|
9,687 | $927,142 | |
| 6 | D |
Dominion Energy, Inc
|
10,360 | $707,483 | |
| 7 | EXC |
Exelon Corp
|
13,285 | $619,346 | |
| 8 | NGG |
National Grid PLC
|
7,397 | $612,988 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,580 | 2,219 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $290,866 | 2,219 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $203,983 | 1,769 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||